So you’ve got a decent flow of leads coming through your site, but you know most of them aren’t ready to buy. You’re tired of chasing ghosts and want your sales team talking to people who are actually likely to close. This guide is for you. We’ll go deep on how to use Lift-ai workflows to segment and prioritize high intent leads—without drowning in buzzwords or overcomplicating things.
If you’re looking for a quick fix or a “set it and forget it” magic button, this isn’t it. But if you want a realistic, step-by-step approach that actually works, keep reading.
1. Understand What “High Intent” Actually Means
Before you set up any workflow, get real about what high intent looks like for your business. Don’t just take Lift-ai’s word for it, or anyone else’s. “High intent” isn’t some universal score—it’s about actions that actually predict someone’s ready to buy.
Typical signs of high intent:
- Requesting a demo or pricing
- Visiting your pricing or contact pages (multiple times)
- Downloading detailed product guides—not just blog posts
- Returning to your site after a break
- Engaging with chat or filling in forms
Watch out for:
Not every action signals intent. Someone reading three blog posts isn’t always looking to buy. Track what your real customers do before they purchase, not what some “best practices” list says.
Pro tip:
Ask your sales team what behaviors they see just before a deal closes—they know your buyers better than any algorithm.
2. Set Up Lift-ai: The Right Way
Alright, you’ve defined what high intent means for you. Now you’re ready to put Lift-ai to work. If you haven’t set it up yet, do that now. Don’t get fancy—start simple.
What you’ll need:
- Admin access to your website or tag manager
- Lift-ai account credentials
- A list of your site’s key conversion pages
Steps:
-
Install the script:
Get the Lift-ai tracking script onto your site. Use Google Tag Manager if you can—it’s less risky than editing your website code directly. -
Connect your CRM or sales tools (if possible):
Lift-ai works better when it can push scored leads straight to your sales team’s workflow. Integrate with HubSpot, Salesforce, or whatever your team uses. -
Map your important pages:
Tell Lift-ai which URLs matter most (pricing, signup, demo, etc.). This helps it track actual buyer intent, not just random browsing.
Don’t bother with:
Trying to connect every marketing tool you own right away. Keep it lean until you see results.
3. Build Your First Segmentation Workflow
Here’s where most folks overcomplicate things with endless “if this, then that” logic. Don’t. Start with a single, clear workflow that flags high intent visitors.
A basic segmentation workflow:
- IF someone visits your pricing page AND
- Spends more than 2 minutes there AND
- Returns within 7 days
- THEN tag them as “High Intent”
How to set this up in Lift-ai:
- Open the workflow builder.
- Set triggers:
- Page URL contains
/pricing(or your equivalent) - Time on page > 120 seconds
- Repeat visit within 7 days
- Set the action:
- Tag as “High Intent”
- Optionally, push to your CRM
Don’t get lost in the weeds:
Lift-ai can do a lot, but more rules ≠ better results. Focus on the signals that actually matter.
4. Prioritize Leads—Don’t Just Score Them
Scoring is nice, but what you really want is to get the right leads in front of your team, fast. Here’s how to turn segmentation into action.
Push High Intent Leads to Sales (Automatically)
- Set up notifications:
When someone gets tagged as “High Intent,” send an alert to your sales Slack channel or email list. - Auto-assign in your CRM:
Use Lift-ai’s integration to assign these leads to your best reps. - Update lead views:
Create a saved filter or view in your CRM showing only Lift-ai “High Intent” leads, so reps know who to call first.
What doesn’t work:
Flooding your team with too many “maybe” leads. You want quality over quantity. If you’re sending more than a handful per day, tighten your workflow.
Pro tip:
Check in with your reps after a week. Are these leads actually converting? If not, tweak your workflow.
5. Expand and Refine Your Segments
Once you’re confident your core workflow is catching real buyers, build more nuanced segments. But only add what you can actually use.
Ideas for additional segments:
- Mid Intent:
Visited feature pages, downloaded a whitepaper, but didn’t hit pricing - Low Intent:
Only blog readers, no product engagement - Industry-specific:
Tag visitors from key industries, if you sell B2B
How to do it:
- Duplicate your “High Intent” workflow, then adjust the triggers.
- Use Lift-ai’s audience filters to break out segments in your reporting.
- Feed these segments to different nurture campaigns or sales cadences.
Be skeptical of “micro-segmentation.”
If your team can’t act on a segment, don’t create it. More complexity = more ways to waste time.
6. Measure What Matters—Not Vanity Metrics
It’s easy to get excited when you see a bunch of “high intent” leads in your dashboard. But if they’re not closing, you’re just spinning your wheels.
What to track:
- Conversion rate of “High Intent” leads:
Are these people actually buying or booking demos? - Speed to contact:
How fast is your team following up? (Minutes and hours, not days) - Sales feedback:
Are leads actually good, or just look good on paper?
Skip tracking:
- Total number of leads tagged (unless you like big, meaningless numbers)
- Website visit counts (unless they’re tied to conversion events)
Pro tip:
Run a manual check on 10 “High Intent” leads every month. Did they close? If not, figure out where your workflow missed the mark.
7. Keep It Simple and Iterate
Nobody gets segmentation perfect on the first try. Even with Lift-ai’s fancy features, the best results come from small tweaks over time.
Tips:
- Start with one workflow.
- Review results every week—don’t wait months.
- Talk to sales. If they say the leads stink, believe them.
- Don’t add more rules until your current ones work.
What to ignore:
Chasing every new feature or AI update. Tools change, but the basics of intent-based selling don’t.
Wrapping Up: Don’t Overthink It
Segmenting and prioritizing high intent leads is about getting the right people in front of your sales team—fast. Tools like Lift-ai are powerful, but only if you define what matters, set up lean workflows, and actually act on the data.
Start simple, measure what matters, and keep refining. The only bad workflow is one that collects dust.
Now, go build something useful—and quit wasting time on leads who’ll never buy.